$750.00 USD

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REFUNDS:

Family Wealth Planning Sessions are partially refundable. If you fully cancel your appointment without rescheduling, $375 of the session fee is refundable. This process with our office is not automated. From the time you book your session, our office spends a great deal of time preparing for you. From creating your file and sending out personalized homework to you, reviewing your homework, etc., to our support process leading up to your session, we are dedicated to you and your family.

Booking your session blocks off Sarah's calendar to the exclusion of others. If you need to reschedule, we ask that you please give notice more than 7 days in advance. If you must cancel less than seven days prior to your appointment, the full $750 is not refundable but will remain on your account as a credit when you are ready to reschedule.

I'm a mom and I get that things come up! In such a situation where you must cancel, here are some more details:

If you cancel 7 days or more in advance the $750 credit will remain on your account for your rescheduled session. There is no additional fee for rescheduling once. If you cancel without rescheduling, $375 of your session fee is refundable.
If you cancel within 7 days or less of your scheduled session, the $750 credit will remain on your account for your rescheduled session. If you cancel without rescheduling, none of the $750 session fee is refundable.
Cancelling or rescheduling a second time will result in a $375 charge for the second session, but that $375 fee will remain on your account as a credit towards your chosen planning in the future.
Cancelling or rescheduling more than two times will result in us charging the $750 fee again and that second charge will remain as a credit on your account for future planning.
If you cannot keep your appointment and you choose not to reschedule, the $750 planning fee is not refundable.

After scheduling your appointment, I will send you a number of items via email. You will receive your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Family Wealth Planning Session. I must have your Family Wealth Inventory & Assessment submitted at least 2 days prior to your Session or I will need to reschedule your Session. If I am required to reschedule your session for this reason, you will be charged the session fee and it will remain as a credit on your account for your future planning.

I will also give you member access to the site here which gives entry to the Family Wealth Planning Session Homebase (you will see a login option at the top right corner of the menu above). I highly recommend using the resources here!

Feel free to call me at any time if you need assistance completing your Assessment or have any questions at all. If you have existing estate planning documents, please make sure that I have your existing documents in my office at least a week before your meeting so that we can review them prior to meeting with you.

FAMILY WEALTH PLANNING SESSION

If you are ready to get more financially organized than you have ever been before, plus ensure none of your assets are lost to the department of unclaimed property, and that your family stays out of court and out of conflict when something happens to you, begin by scheduling a 2-hour private Family Wealth Planning Session.

Once you schedule, we will send you everything you need to get prepared so that you can leave this Session with the total confidence of knowing you have made informed, educated and empowered decisions for yourself and the people you love.

Simply preparing for the Session itself with the pre-session homework you will complete and return before the Session will have you feeling confident that none of your hard-earned assets will be lost when something happens to you. And, you’ll have the confidence of knowing you are doing the right thing for yourself and the people you love.

We suggest that you schedule at least two weeks in the future so you have plenty of time to get your pre-session homework completed and returned to us prior to your Family Wealth Planning Session. By completing and returning the pre-work, you will get the most out of our time together. (If you need a sooner appointment time, please contact our office.) Once you complete payment, you will be directed to the online scheduler.

Do plan to spend the full two hours together, and bring your spouse or partner to the Session.

Note: Sarah will be blocking off two full hours on her calendar to meet with you, to the exclusion of others. You are committing to return your pre-session homework at least 7 days in advance of your scheduled appointment. If for some reason you cannot keep your appointment and need to reschedule, please contact us at least 7 days in advance.

Once you complete payment, you will be directed to the online scheduler. You will then have access to the entire FWPS program when you login here and Sarah will reach out to you personally.

What People Are Saying:

We had a great experience with Sarah! She made the process of setting up our will and trust very easy and not overwhelming. We appreciated her taking time to explain everything and answer our questions. So thankful we have this checked off our list!

Amanda Benedict

Great experience working with Sarah who was able to explain the process well and make me feel comfortable with having the right plan in place for peace of mind.

Misha Robyn

Sarah took a personal approach and did a fantastic job explaining the process. She took extra time out of her schedule to make sure all of our questions were answered. Her videos were very helpful, to allow one to go back and review each step. I would highly recommend her!

Jen Piller Quade

Sarah was recommended to me personally, and I would recommend her wholeheartedly as well. Working with her has been a pleasure, and she has been knowledgeable and responsive to all of my legal needs, no matter how complex. She also has a great human touch — and that goes a long, long way when dealing with estate and family matters. I appreciate having her on my team.

Amanda Dobbs

Sarah is everything you could possibly want from a lawyer! She's prepared and knows the law. She's extremely friendly and helpful. She's patient and willing to answer and re-answer questions to make sure you are comfortable. The Breiner law firm goes above and beyond to make sure you and your loved ones are prepared in case of emergency, which I didn't expect. It shows she's doing this because she cares about people. If you are doing trust planning, estate planning, need a will or anything like that, I cannot recommend using Breiner law firm enough!

Ryan Bauer

Sarah was great at helping us figure out what was best for our family. She is very detail focused which is just what you need when setting up your will and trust to help insure the future security of your family.

Michael Benedict

Amazing, personalized service. Sarah helped me sort out my small business and my estate planning. I always felt like I was small potatoes. She showed me the real value of my estate. I had no idea I had assets that really needed protection. Having her take care of this for me is a sigh of relief.

Danielle Downs